JMPWA

JP Morgan Private Wealth Advisors Portfolio holdings

AUM $35B
1-Year Est. Return 24.25%
This Quarter Est. Return
1 Year Est. Return
+24.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$8.72B
AUM Growth
-$43.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,209
New
Increased
Reduced
Closed

Top Buys

1
+$76.3M
2
+$38.2M
3
+$35.6M
4
AIG icon
American International
AIG
+$28.6M
5
BNS icon
Scotiabank
BNS
+$19.9M

Top Sells

1
+$134M
2
+$132M
3
+$33.2M
4
T icon
AT&T
T
+$22.5M
5
DD icon
DuPont de Nemours
DD
+$19.5M

Sector Composition

1 Technology 13.54%
2 Healthcare 11.75%
3 Financials 11.74%
4 Industrials 8.63%
5 Communication Services 7.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$1.68M 0.02%
72,066
+13,679
402
$1.64M 0.02%
18,686
+266
403
$1.64M 0.02%
24,330
+195
404
$1.62M 0.02%
12,965
+1,651
405
$1.61M 0.02%
42,820
+3,888
406
$1.6M 0.02%
16,447
-4,130
407
$1.58M 0.02%
30,688
-629
408
$1.58M 0.02%
17,786
+6,196
409
$1.57M 0.02%
70,407
+1,902
410
$1.56M 0.02%
20,424
-146
411
$1.54M 0.02%
7,481
-1,121
412
$1.54M 0.02%
48,953
+2,379
413
$1.54M 0.02%
41,713
-17,553
414
$1.52M 0.02%
6,859
+2,807
415
$1.52M 0.02%
37,570
-4,882
416
$1.51M 0.02%
29,074
+3,659
417
$1.5M 0.02%
16,578
+478
418
$1.49M 0.02%
13,761
+69
419
$1.49M 0.02%
14,830
+181
420
$1.48M 0.02%
28,871
+514
421
$1.48M 0.02%
23,696
+709
422
$1.47M 0.02%
22,606
+2,253
423
$1.46M 0.02%
18,807
+7,518
424
$1.46M 0.02%
40,145
+10,217
425
$1.46M 0.02%
18,437
-575
15 16
17
18 19